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State Street SPDR Dow Jones Industrial Average ETF Trust

1,022 hedge funds and large institutions have $16.9B invested in State Street SPDR Dow Jones Industrial Average ETF Trust in 2022 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 336 increasing their positions, 261 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 57

29% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 261

11% more funds holding in top 10

Funds holding in top 10: 6168 (+7)

10% more funds holding

Funds holding: 9311,022 (+91)

0.05% more ownership

Funds ownership: 32.52%32.57% (+0.05%)

26% less call options, than puts

Call options by funds: $7.04B | Put options by funds: $9.47B

61% less capital invested

Capital invested by funds: $43.2B → $16.9B (-$26.4B)

Holders
1,022
Holders Change
+91
Holders Change %
+9.77%
% of All Funds
16.43%
Holding in Top 10
68
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.48%
% of All Funds
1.09%
New
170
Increased
336
Reduced
261
Closed
57
Calls
$7.04B
Puts
$9.47B
Net Calls
-$2.43B
Net Calls Change
-$1.16B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Aprio Wealth Management
Georgia
$325K
CWM
727
C2C Wealth Management
Arizona
$321K +$314K +967 New
WSTAM
728
Wilbanks Smith & Thomas Asset Management
Virginia
$320K -$14.6K -45 -4%
SQA
729
Simon Quick Advisors
New Jersey
$317K +$311K +958 New
CWA
730
Capital Wealth Alliance
Arizona
$317K -$18.9K -58 -6%
SC
731
Sierra Capital
Florida
$316K
HPWA
732
Hall Private Wealth Advisors
North Carolina
$316K +$8.78K +27 +3%
WAG
733
Winthrop Advisory Group
Massachusetts
$314K +$5.85K +18 +2%
Financial Engines Advisors
734
Financial Engines Advisors
California
$314K -$72.5K -223 -19%
PCM
735
Parsons Capital Management
Rhode Island
$314K -$8.13K -25 -3%
PSF
736
Pacific Sun Financial
California
$313K
CHJWM
737
Carlton Hofferkamp & Jenks Wealth Management
Texas
$312K +$299K +920 New
AWM
738
AllSquare Wealth Management
New York
$310K
LIA
739
LBMC Investment Advisors
Tennessee
$310K
AWM
740
Axxcess Wealth Management
California
$310K -$206K -635 -40%
AP
741
Appleton Partners
Massachusetts
$309K -$9.75K -30 -3%
KFA
742
Kelleher Financial Advisors
New York
$308K -$2.17M -6,670 -88%
CA
743
Cornerstone Advisory
Maryland
$308K +$325 +1 +0.1%
CT
744
Cambridge Trust
Massachusetts
$307K
WAL
745
W Advisors LLC
Tennessee
$306K
AA
746
Alesco Advisors
New York
$301K +$3.9K +12 +1%
KA
747
Kozak & Associates
Colorado
$300K -$50.7K -156 -15%
UL
748
Unionview LLC
Washington
$299K +$1.3K +4 +0.4%
FNT
749
First National Trust
Pennsylvania
$299K +$293K +902 New
Allspring Global Investments
750
Allspring Global Investments
North Carolina
$298K

DIA Hedge Fund Activity: Q4 2022 in Review

1,022 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) for Q4 2022, worth a combined $16.9B — down 61% from $43.2B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new DIA positions and 57 closed out — a net gain of 113 holders — while 336 added to existing stakes and 261 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Nissay Asset Management, cutting an estimated $431M.

  • 1,022 institutional investors held State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) as of Q4 2022, up from 931 in Q3 2022.
  • Funds reported $16.9B of State Street SPDR Dow Jones Industrial Average ETF Trust stock for Q4 2022, down 61% quarter-over-quarter.
  • 170 funds opened new State Street SPDR Dow Jones Industrial Average ETF Trust positions in Q4 2022 and 57 closed out, a net change of +113 holders.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust buyer in Q4 2022 was Morgan Stanley, an estimated $166M added.
  • The largest State Street SPDR Dow Jones Industrial Average ETF Trust seller in Q4 2022 was Nissay Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2022.